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[Important news inventory]
The confidence of investing in China remains unchanged. In the first quarter, foreign capital continued to long A-shares
As China's economic growth exceeded expectations in the first quarter and the new "National Nine Rules" were implemented, foreign institutions have been bullish on A-shares in succession. At the same time, with the disclosure of the first quarterly report of listed companies, QFII (Qualified Foreign Institutional Investor) appeared in the list of top ten shareholders of tradable shares of many companies, with an obvious increase in shareholding. In addition, the positions of many foreign public funds such as BlackRock in their heavy positions in the first quarter have been unveiled one after another. Schroder Fund and Lianbo Fund issued the first equity product, releasing a signal of continuing to overweight the Chinese market and full of confidence in China's economy and market prospects.
comment: Based on such factors as optimistic about China's economic growth prospects and large room for A-share valuation improvement, many foreign institutions have been singing more and more about China's assets.
At the end of the month, the central bank carried out a series of low volume reverse repo. The industry expected that the fund level would be stable and secure across the month
On April 29, the People's Bank of China launched a 7-day reverse repo operation of 2 billion yuan in the form of interest rate bidding to maintain a reasonable and sufficient liquidity of the banking system, and the operating interest rate remained unchanged at 1.8%. In view of the maturity of RMB 2 billion reverse repurchase on that day, the central bank realized "zero withdrawal and zero delivery" in the open market.
It is worth noting that since April, the daily open market operation scale of the central bank has been 2 billion yuan. Even near the end of the month and the May Day holiday, it has not increased the amount of open market investment.
In response, Wang Qing, the chief macro analyst of Oriental Jincheng, said in an interview with the Securities Daily that the residents' demand for cash withdrawal during the "May Day" holiday was limited. In addition, April was not the end of the quarter, and the market liquidity fluctuated slightly, which was the direct reason for the recent maintenance of the low volume model of the central bank's open market operation. Judging from the yield to maturity of inter-bank deposit certificates and other indicators, the current bank liquidity is in a sufficient state, so the fund surface is stable across months.
comment: After the GDP growth in the first quarter exceeded expectations, the monetary policy will continue to be in the observation period, with the focus on guiding the long-term market interest rate back to the vicinity of the policy interest rate hub, to avoid the idle flow of capital precipitation.
Big reversal! The Japanese government takes action against the Japanese yen
When the yen fluctuated sharply, the Japanese government could not sit still.
On Monday, the US dollar rose slightly against the Japanese yen and began to turn down after reaching 160, then fell below 159, 158, 157 and 156 and 155 integer levels in a row. As of the press release, the dollar was 155.88 yen, down nearly 2%.
Subsequently, the market heard that the Japanese government began to intervene in the trend of the yen. But Japan's top monetary official chose not to let market participants know whether the Japanese government intervened in the foreign exchange market. Japanese Deputy Minister of Finance Makoto Kanda said: I have no comment at present.
According to the analysis, the Japanese authorities are unwilling to comment on exchange rate changes, which may make market participants doubt the position of the Ministry of Finance of Japan in intervening in the foreign exchange market. This is in the interest of the Ministry of Finance: without intervening in the market, traders can also be alert to possible actions.
comment: Shinzo Kanda is believed to be the direct responsible person of the Ministry of Finance of Japan for intervening in the yen exchange rate in 2022.
2.2 trillion yuan A share company cash dividends hit a new high
Under the guidance of the new "National Nine Rules" to strengthen cash dividends, the initiative and enthusiasm of listed companies in cash dividends have significantly increased. The annual cash dividend scale of A-share companies in 2023 will hit a new high, exceeding 2.2 trillion yuan.
According to the statistics of Shanghai Securities News, as of 9:00 p.m. on April 29, a total of 5160 A-share listed companies had released their 2023 annual reports, of which 3800 listed companies had disclosed their cash dividend plans, accounting for 74.72% of the companies that have published their annual reports. The total amount of annual cash dividends reached 2.2 trillion yuan.
comment: The policy guidance of the new "National Ninth Article" on cash dividends will effectively urge more companies that are able to pay dividends, increase dividend repurchase efforts, and enhance investor returns. The normalized dividend mechanism of A-shares is being further improved.
The sound of seeing more real estate starts to appear! Real estate stocks counter attack
On April 29, property stocks rose sharply. On the same day, the real estate development shares of A-shares and Hong Kong shares soared. In the real estate sector of A-share, there are more than 20 stocks up and down; Hong Kong shares have experienced more drastic changes since there is no limit board, with Shimao Group's share price rising by 60%. This surge may be related to the market expectation that the property market policy will be significantly adjusted.
The day before, Chengdu issued a document to completely cancel the purchase restriction policy in the property market. So far, the "purchase restriction order" is only implemented in the first tier cities and a few second tier cities.
Stock prices are a reaction to market sentiment. Analysts believe that although the property market has warmed up, the overall recovery seems to be less than expected. After a long period of deep adjustment, the market has an unprecedented strong expectation of "heavy policy".
comment: Since this year, the policy of stabilizing the property market has maintained the pace of "small steps and fast runs". Although there are few heavy measures, they can continue to release good news to the market.
[Industry hotspot]
Moving for "Food", "Travel Photography" Comes out of the Circle, "May Day" Cultural Tourism Booking is Hot, and Domestic Market Energies Burst
In the first quarter, securities firms exposed their heavy positions in the banking, electronics, pharmaceutical and biological industries
High frequency data releases warmth, foreign trade rebounds and consolidates
Market Trends
Class A: On April 29, three A-share indexes rose collectively. By the end of the day, the Shanghai Stock Exchange Index had closed at 3113.04, up 0.79%, with a turnover of 554.919 billion yuan; The Shenzhen Composite Index reported 9673.76 points, up 2.22%, with a turnover of 656.212 billion yuan; The GEM Index reported 1887.57 points, up 3.50%, with a turnover of 277.577 billion yuan.
Hong Kong shares: On the 29th, Hong Kong shares closed, and the two indexes rose and fell at different levels. The Hang Seng Index rose 0.54%, and the Hang Seng Technology Index fell 0.13%. In terms of sectors, real estate, media, automobiles, semiconductors, domestic property stocks, consumer electronics, building materials and cement stocks, domestic insurance stocks, pharmaceuticals and other sectors led the increase. Aviation stocks, power, telecommunications stocks, K12 education, fuel cells, gold, oil stocks and other sectors led the decline. Rongchuang China rose by more than 28%, Vanke Enterprises rose by nearly 19%, and Xuhui Holding Group rose by more than 18%.
US stocks: In the early morning of the 30th Beijing time, US stocks closed higher on Monday. Tesla's share price soared 15.3% and its market value increased by more than 80 billion dollars. The Dow rose 147.40 points, or 0.39%, to 38387.06; The Nasdaq Composite Index rose 55.18 points, or 0.35%, to 15983.08; The S&P 500 index rose 16.21 points, or 0.32%, to 5116.17.
European shares: Germany's DAX30 index fell 0.24%, Britain's FTSE 100 index rose 0.07%, France's CAC40 index fell 0.29%, and Europe's Stoxx 50 index fell 0.48%.
Institutional Strategy
Chen Guo, chief strategy officer of CSC Securities, said that after China's GDP growth in the first quarter exceeded expectations by 5.3%, Goldman Sachs, Morgan Stanley, Citigroup and other foreign institutions raised their expectations for China's economic growth in 2024, optimistic about the prospects of China's economic recovery. With the continuous improvement of global financial conditions and domestic market environment, the short-term elasticity of northbound funds may be greater than the incremental funds in other markets, which may also have a greater marginal impact on the short-term market style.
Huajin Securities believes that the factors that affect foreign capital inflows in the near future tend to be positive in the short term: first, the risk of further adjustment of US stocks is limited; Second, the Federal Reserve is still likely to cut interest rates this year, which has been fully expected by the market; Third, the market generally expects that the domestic economy and corporate profits will be in a recovery trend this year. It is judged that the subsequent foreign capital may further flow into industries related to core assets such as Dianxin, household appliances, food and beverage.
[Topic company]
Late at night, the official announced! Moutai will be replaced, and Zhang Deqin, 51, is proposed to be the chairman of the board (resume attached)
As the "king" of A-share, Guizhou Moutai's action has attracted market attention.
Just now, Guizhou Moutai announced that according to the relevant documents of the People's Government of Guizhou Province, Zhang Deqin was recommended as the director and chairman of Guizhou Moutai Liquor Co., Ltd.
According to the announcement of Guizhou Moutai, Zhang Deqin, male, Han nationality, born in September 1972 in Renhuai, Guizhou, started work in July 1995 and joined the Communist Party of China in June 1995. He has a university degree, a master's degree in business administration, and a senior engineer. He is now the party secretary and chairman of China's Guizhou Moutai Distillery (Group) Co., Ltd. and the party secretary of Guizhou Moutai Liquor Co., Ltd.
Vanke's first quarterly report was released, holding more than 83 billion yuan of monetary capital
On the evening of April 29, Vanke, which has received much attention from the market, disclosed its report for the first quarter of 2024.
During the reporting period, the company realized an operating revenue of 61.59 billion yuan, a year-on-year decrease of 10.0%. Among them, the real estate development business contributed 46.67 billion yuan of operating income, down 13.8% year on year; Operating service business contributed 10.95 billion yuan in operating revenue, up 12.0% year on year.
Affected by the decline of settlement scale and the decline of gross profit margin of development business, Vanke realized a net profit loss attributable to shareholders of listed companies of 360 million yuan in the first quarter, compared with 1.446 billion yuan in the same period last year.
Tesla confirms "lifting the ban"! When will FSD enter China? Here comes the response
Tesla CEO Mask's "whirlwind" visit to China triggered speculation in the market.
As for when the FSD (Full Self Driving) concerned by the industry will be launched in China, a reporter from the China Fund News checked with Tesla China on April 29, and got the response that "the specific time is hard to say, but the estimate is fast."
It is worth noting that at this delicate moment, the China Automobile Association announced a day ago that Tesla had passed key tests related to data security. At the same time, Tesla China also confirmed to reporters that the restrictions on Tesla's use have been lifted in China.
[News of new shares]
nothing
[Notice Tips]
Focus I: Tongwei Shares and other companies plan to buy back shares in large amount
Tongwei Shares: the company plans to buy back shares in the form of centralized bidding transaction, with the buyback amount not less than 2 billion yuan and not more than 4 billion yuan; The repurchase price shall not exceed 36 yuan/share. The repurchased shares are intended to be used for employee stock ownership plans or equity incentives.
The company releases the annual report and the first quarterly report on the same day. The net profit attributable to shareholders of the listed company in the first quarter of 2024 is 786737334.37 yuan; The net profit attributable to shareholders of the listed company in 2023 is 13573900132.37 yuan, down 47.25% year on year. Basic earnings per share is 3.0151 yuan. The company plans to distribute a cash dividend of 9.05 yuan per 10 shares to all shareholders.
Yili Shares: The company plans to buy back shares by means of centralized bidding transaction, with the buyback amount not less than 1 billion yuan and not more than 2 billion yuan; The repurchase price shall not exceed 41.88 yuan/share. The repurchased shares will be completely cancelled and the company's registered capital will be reduced according to law.
The company releases the annual report and the first quarterly report on the same day. In 2023, the revenue will be 125758168916.51 yuan, with a year-on-year growth of 2.49%; The net profit attributable to shareholders of the listed company was 10428540457.94 yuan, up 10.58% year on year. Basic earnings per share is 1.64 yuan. The company plans to distribute a cash dividend of 12 yuan for every 10 shares to all shareholders. In the first quarter of 2024, the revenue will be 32462896350.54 yuan, down 2.60% year on year; The net profit attributable to shareholders of the listed company was 5922814507.71 yuan, up 63.84% year on year.
Runtu Shares: The company plans to use its own funds to buy back part of the public shares through centralized bidding transactions, which is intended to be used for equity incentive or employee stock ownership plans. The total capital of the share repurchase is not less than 150 million yuan and not more than 300 million yuan, and the share repurchase price is not more than 9 yuan/share.
Jinlei Shares: The company plans to use its own funds to buy back part of the company's A shares through centralized bidding transactions. After this share buyback, it plans to cancel all the shares and reduce the company's registered capital accordingly. The total amount of the repurchase funds is not less than 80 million yuan and not more than 120 million yuan, and the price of the repurchased shares is not more than 31 yuan/share.
Sichuan Meifeng: The company plans to use its own funds to buy back part of the company's shares in a centralized bidding transaction for the cancellation and reduction of registered capital. The total amount of the repurchase funds is not less than 70 million yuan and not more than 100 million yuan, and the repurchase price is not more than 9.74 yuan/share.
Yong'an Pharmaceutical: The company plans to buy back shares through centralized bidding transactions as a share source for later implementation of equity incentive plans or employee stock ownership plans. The total capital of the share repurchase is not less than 40 million yuan, not more than 80 million yuan, and the repurchase price is not more than 8.00 yuan/share.
Focus 2: Four major banks disclose quarterly reports on the same day
Industrial and Commercial Bank of China (ICBC): released the first quarter report, and realized an operating income of 219843 million yuan in the first quarter of 2024, down 3.41% year on year; Net profit attributable to shareholders of the parent company was 87653 million yuan, down 2.78% year on year; Basic earnings per share is 0.24 yuan. At the end of the reporting period, the non-performing loan ratio was 1.36%, unchanged from the end of the previous year; The provision coverage rate was 216.31%, up 2.34 percentage points.
Agricultural Bank of China: released the first quarter report, realizing revenue of 186021 million yuan in the first quarter of 2024, down 1.76% year on year; The net profit attributable to shareholders of the listed company was 70386 million yuan, down 1.63% year on year. Basic earnings per share is 0.19 yuan. As of March 31, 2024, the non-performing loan ratio was 1.32%, 0.01 percentage point lower than the end of the previous year. The provision coverage rate was 303.22%, down 0.65 percentage points from the end of the previous year.
Bank of China: released the first quarter report, and achieved revenue of 160818 million yuan in the first quarter of 2024, down 3.01% year on year; The net profit attributable to the owners of the parent company was 55989 million yuan, down 2.90% year on year. Basic earnings per share is 0.18 yuan.
China Construction Bank: released the first quarter report, realizing a revenue of 200928 million yuan in the first quarter of 2024, down 2.97% year on year; The net profit attributable to shareholders of the Bank was 86817 million yuan, down 2.17% year on year. Basic earnings per share is 0.35 yuan.
Focus 3: Changjiang Health: the company and its controlling shareholders receive the notification of filing by the CSRC
The company has recently received the Notification on Filing of the China Securities Regulatory Commission issued by the China Securities Regulatory Commission. Because the company is suspected of illegal information disclosure, the China Securities Regulatory Commission has decided to file a case against the company. The company received the notice from the controlling shareholder, Changjiang Runfa Group. Recently, Changjiang Runfa Group received the Notice of China Securities Regulatory Commission Filing, which was issued by the CSRC. Because Changjiang Runfa Group was suspected of illegal information disclosure, the CSRC decided to file a case against Changjiang Runfa Group.
Performance Selection
Wan'an Technology: Disclose the first quarterly report. The Company's operating revenue in the first quarter of 2024 will be 815303322.86 yuan, up 7.03% year on year; The net profit attributable to shareholders of the listed company was 21166564.68 yuan, up 1890.93% year on year; Basic earnings per share is 0.04 yuan.
Jiaozuo Wanfang: Disclose the first quarterly report. In the first quarter of 2024, the company realized operating revenue of 1324394764.87 yuan, with a year-on-year growth of 19.60%; The net profit attributable to shareholders of the listed company was 140798597.53 yuan, up 496.87% year on year; Basic earnings per share is 0.118 yuan.
BOE A: Disclose the first quarterly report. In the first quarter of 2024, the company realized an operating revenue of 45887570444.00 yuan, up 20.84% year on year; The net profit attributable to shareholders of the listed company was 983812692.00 yuan, up 297.80% year on year; Basic earnings per share is 0.026 yuan.
Zanyu Technology: Disclose the first quarterly report. The company's operating revenue in the first quarter of 2024 was 2440940429.16 yuan, down 11.68% year on year; The net profit attributable to shareholders of the listed company was 51156608.30 yuan, up 126.15% year on year; Basic earnings per share is 0.12 yuan.
Guizhou Tire: Disclose the first quarterly report. In the first quarter of 2024, the company realized an operating revenue of 2439626181.76 yuan, up 22.11% year on year; The net profit attributable to shareholders of the listed company was 207433240.75 yuan, up 123.66% year on year; Basic earnings per share is 0.17 yuan.
North Huachuang: Disclose the first quarterly report. In the first quarter of 2024, the company realized an operating revenue of 5859163380.59 yuan, with a year-on-year growth of 51.36%; The net profit attributable to shareholders of the listed company was 1126550627.36 yuan, up 90.40% year on year; Basic earnings per share is 2.1245 yuan.
Sun Paper: Disclose the first quarterly report. In the first quarter of 2024, the company realized an operating revenue of 10184934449.35 yuan, up 3.87% year on year; The net profit attributable to shareholders of the listed company was 956100372.56 yuan, up 69.04% year on year; Basic earnings per share is 0.34 yuan.
COFCO Capital: Disclose the first quarterly report. In the first quarter of 2024, the company realized a total operating income of 6360210715.08 yuan, up 12.75% year on year; The net profit attributable to shareholders of the listed company was 628183916.48 yuan, up 67.27% year on year; Basic earnings per share was 0.2726 yuan.
Weichai Power: disclose the first quarterly report. In the first quarter of 2024, the company realized an operating revenue of 56380162567.06 yuan, up 5.51% year on year; The net profit attributable to shareholders of the listed company was 2599658963.24 yuan, up 40.07% year on year; Basic earnings per share is 0.30 yuan.
Zoomlion: Disclose the first quarterly report. In the first quarter of 2024, the company realized operating revenue of 11773145944.65 yuan, up 12.93% year on year; The net profit attributable to shareholders of the listed company was 915819266.53 yuan, up 13.06% year on year; Basic earnings per share is 0.11 yuan.
Midea Group: Disclose the first quarterly report. In the first quarter of 2024, the company realized an operating revenue of 106101612000 yuan, up 10.22% year on year; The net profit attributable to the shareholders of the listed company was 900007000 yuan, up 11.91% year on year; Basic earnings per share is 1.31 yuan.
BYD: Disclose the first quarterly report. In the first quarter of 2024, the company realized an operating revenue of 124944397000.00 yuan, up 3.97% year on year; The net profit attributable to shareholders of the listed company was 4568793000.00 yuan, up 10.62% year on year; Basic earnings per share is 1.57 yuan.
At the same time, the company announced that, as of April 26, 2024, the company used its own funds to repurchase 1877000 A-share shares through the repurchase special securities account through centralized bidding transactions, accounting for 0.06448% of the company's total capital stock. The highest transaction price was 219.58 yuan/share, the lowest transaction price was 206.62 yuan/share, and the total amount of repurchase funds was 399993367 yuan (excluding transaction costs) The total amount of repurchase funds is not an integer of 100 million yuan due to the stock price, which is calculated as 400 million yuan by the rounding method. The implementation of share repurchase plan in 2024 is completed.
Golden arowana: disclose the first quarterly report. In the first quarter of 2024, the company realized an operating revenue of 57273605 thousand yuan, down 6.17% year on year; The net profit attributable to shareholders of the listed company was 882288000 yuan, up 3.30% year on year; Basic earnings per share is 0.16 yuan.
PetroChina: The first quarter report was released, and the operating revenue in the first quarter of 2024 was 812.184 billion yuan, up 10.9% year on year; The net profit attributable to the shareholders of the parent company was 45.683 billion yuan, up 4.7% year on year, and the basic earnings per share was 0.25 yuan, mainly due to the increase in domestic sales of products such as refined oil, natural gas, chemicals, and the in-depth promotion of quality and efficiency improvement.
Industry Fulian: released the first quarter report, and the revenue in the first quarter of 2024 was 11868796400 yuan, up 12.09% year on year; The net profit attributable to shareholders of the listed company was 4184884000 yuan, up 33.77% year on year. Basic earnings per share is 0.21 yuan. During the reporting period, the company's cloud computing business revenue accounted for nearly 50% of the overall revenue; AI servers accounted for nearly 40% of the total server revenue, and AI server revenue nearly doubled year on year, showing a nearly double-digit growth rate. In addition, the number of generative AI servers increased nearly three times year-on-year, and the month on month ratio also showed a double-digit growth rate. In the first quarter, compared with the same period last year, the general server achieved a double-digit ratio growth, while achieving a single digit ratio month on month growth.
China Merchants Shipping: The first quarter report was released, and the revenue in the first quarter of 2024 was 6253796627.12 yuan, a year-on-year increase of 6.30%; The net profit attributable to shareholders of the listed company was 1375236215.25 yuan, up 22.62% year on year. Basic earnings per share is 0.17 yuan.
The Company announced on the same day that the Board of Directors of the Company proposed to the General Meeting of Shareholders for approval and authorized the Board of Directors to distribute dividends in the half year of 2024 in combination with the accumulated undistributed profits and the net profits attributable to listed shareholders realized in the current period, and the total amount of cash dividends distributed shall not exceed 50% of the net profits attributable to listed shareholders realized in the current period.
Tsingtao Brewery: The first quarter report was released, and the operating revenue in the first quarter of 2024 was 10150014997 yuan, down 5.19% year on year; Net profit attributable to shareholders of the listed company was 1597244544 yuan, up 10.06% year on year; Basic earnings per share was 1.175 yuan. In the first quarter of 2024, the company has achieved a cumulative sales volume of 2.184 million kiloliters, including 1.322 million kiloliters of main brand Tsingtao Beer and 960000 kiloliters of products above medium and high end.
Northern Rare Earth: The first quarter report was released, and the operating revenue in the first quarter of 2024 was 5761706995.82 yuan, down 37.59% year on year; The net profit attributable to shareholders of the listed company was 52052040.20 yuan, down 94.35% year on year; Basic earnings per share is 0.0144 yuan.
Guotai Jun'an: The first quarter report was released, and the operating revenue in the first quarter of 2024 was 7983091405 yuan, down 14.05% year on year; The net profit attributable to the owners of the parent company was 2489358737 yuan, down 18.13% year on year; Basic earnings per share is 0.26 yuan.
PICC: The first quarter report was released, and the total operating revenue in the first quarter of 2024 was 138778 million yuan, up 0.7% year on year; Net profit attributable to shareholders of the parent company was 8963 million yuan, down 23.5% year on year; Basic earnings per share is 0.20 yuan.
Luoyang Molybdenum Industry: The first quarter report was released, and the operating revenue in the first quarter of 2024 was 46.121 billion yuan, with a year-on-year growth of 4.15%; The net profit attributable to shareholders of the listed company was 2.072 billion yuan, up 553.28% year on year. Basic earnings per share is 0.1 yuan. During the reporting period, with the TFM mixed ore project reaching its production capacity, the production and sales of copper and cobalt products of the company increased.
China Merchants Bank: released the first quarter report, and the operating revenue in the first quarter of 2024 will be 86.417 billion yuan, down 4.65% year on year; Net profit attributable to shareholders of the Bank was RMB 38.077 billion, down 1.96% year on year. Basic earnings per share is 1.51 yuan. As of the end of the reporting period, the non-performing loan ratio was 0.92%, down 0.03 percentage points from the end of the previous year; The provision coverage rate was 436.82%, 0.88 percentage points lower than that at the end of last year; The loan provision ratio was 4.01%, down 0.13 percentage points from the end of last year.
Everbright Bank: released the first quarter report, and achieved revenue of 34487 million yuan in the first quarter of 2024, down 9.62% year on year; Net profit attributable to shareholders of the Bank was RMB12426 million, up 0.39% year on year. Basic earnings per share is 0.18 yuan.
WuXi AppTec: released the first quarter report, and achieved revenue of 7.982 billion yuan in the first quarter of 2024, down 10.95% year on year; The net profit attributable to shareholders of the listed company was 1.942 billion yuan, down 10.42% year on year. Basic earnings per share is 0.67 yuan.
China Satcom: The first quarter report was released, and the revenue in the first quarter of 2024 was 544403891.04 yuan, down 8.74% year on year; The net profit attributable to shareholders of the listed company was 108215323.57 yuan, down 23.47% year on year. Basic earnings per share is 0.0256 yuan.
Baiyin Nonferrous Metals: The first quarter report was released, and the revenue in the first quarter of 2024 was 22197199671.92 yuan, with a year-on-year growth of 5.66%; The net profit attributable to shareholders of the listed company was 84472058.29 yuan of loss.
The company releases its annual report on the same day. In 2023, the revenue will be 86971150303.79 yuan, down 0.98% year on year; The net profit attributable to shareholders of the listed company was 83064391.59 yuan, up 149.37% year on year. Basic earnings per share is 0.011 yuan. The company plans to distribute a cash dividend of 0.034 yuan for every 10 shares.
Haier Zhijia: released the first quarter report. In the first quarter of 2024, the company realized revenue of 68.978 billion yuan, net profit attributable to shareholders of listed companies of 4.773 billion yuan, and net profit attributable to shareholders of listed companies of 4.640 billion yuan after deducting non recurring gains and losses, up 6.01%, 20.16%, and 25.41% respectively from the same period of 2023. Basic earnings per share is 0.52 yuan.
SAIC Group: released the first quarter report, and achieved revenue of 143071708275.23 yuan in the first quarter of 2024, down 1.95% year on year; The net profit attributable to shareholders of the listed company was 2713786027.03 yuan, down 2.48% year on year. Basic earnings per share is 0.236 yuan.
SDIC Power: release annual report. In 2023, the revenue will reach 56.712 billion yuan, an increase of 12.32% year on year; The net profit attributable to shareholders of the listed company was 6.705 billion yuan, up 64.31% year on year. Basic earnings per share is 0.8754 yuan. The Company plans to distribute cash dividends of 0.4948 yuan (tax included) per share, totaling 3688328163.56 yuan in 2023, accounting for 55% of the Company's net profit attributable to shareholders of the listed company in the current year.
The company released the first quarter report on the same day, and achieved revenue of 14107816667.34 yuan in the first quarter of 2024, a year-on-year increase of 6.43%; The net profit attributable to shareholders of the listed company was 2035488978.93 yuan, up 26.14% year on year. Basic earnings per share is 0.2671 yuan. In the first quarter, the coal price decreased year on year, the thermal power cost decreased year on year, and the profit increased year on year; The new energy units newly put into operation last year generated power, and the new energy profit increased year on year.
Fixed increase&restructuring
Yirui Technology: The company plans to issue shares to specific objects, raising no more than 1449874300 yuan, which will be used for construction projects of X-ray vacuum devices and comprehensive solutions after deducting the issuance costs.
On the same day, the company announced that, in view of the changes in the current capital market environment, in combination with the company's development planning, operating conditions and capital arrangements, after careful decision, the company intends to terminate the planning of overseas GDR issuance and listing on the Swiss Stock Exchange.
Important matters
Changjiang Materials: In order to further enhance the company's raw sand resources and enhance its comprehensive competitiveness, Zhangwu Changjiang Mineral Processing Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in a new project with an annual output of 3 million tons of scrubbing sand, and the total investment of the project is expected to be 300 million yuan.
Jinling Mining: On April 29, 2024, the company received the notice of production resumption from its subsidiary Jinzhao Mining. According to the Review Opinions on Rectification of Administrative Law Enforcement Documents on Work Safety issued by the Management Committee of Zibo High tech Industrial Development Zone, Jinzhao Mining has now resumed production in an orderly manner. During the shutdown period, Jinzhao Mining has formulated a follow-up safety production plan, which is expected to have no impact on the company's production and operation plan this year.
*ST Tongda: The Company has received the Prior Notice on the Proposed Termination of the Listing of Shares of Shanghai Tongda Venture Capital Co., Ltd. issued by the Second Department of Management of Listed Companies of Shanghai Stock Exchange. The Company disclosed that the 2023 annual report shows that the 2023 financial accounting report of the Company has been issued with an audit report that cannot express opinions. The company's shares have touched the conditions for delisting. The Shanghai Stock Exchange will make a decision to terminate the listing of the company's shares. The trading of the company's shares will be suspended from April 30, 2024.
Baiyun Airport: The company and China Duty Free Goods (Group) Co., Ltd. signed the operation cooperation contract for the outbound duty free project of T1 terminal. The company transferred the operation right of the specific site to China Exemption Group within the contract period. China Exemption Group will operate the duty-free goods within the scope of national policies in the above areas.
Changhong High tech: In order to broaden profit channels and open up new profit growth points, the company plans to invest in the construction of a new project "Acrylic Acid Industrial Park Project" in Binhai New Area, Maoming City, Guangdong Province. The total investment of the project is about 11.5 billion yuan, and the project is carried out in two phases.
The company announced on the same day that the board of directors of the company requested the general meeting of shareholders to authorize the board of directors to decide to issue shares with a total financing amount of no more than 300 million yuan to specific objects and no more than 20% of the net assets at the end of the latest year. The authorization period is from the date of adoption of the 2023 annual general meeting of shareholders to the date of holding the 2024 annual general meeting of shareholders.
TBEA: In order to speed up the development of wind resources, Tongyang New Energy Co., Ltd., the holding company of the company, plans to invest in the construction of 1GW wind storage project, with a total investment of 3394669300 yuan.
Jifeng Shares: Recently, the company's holding subsidiary, Gramer Jifeng (Germany), received a Letter of Nomination from the customer by mail. Gramer Jifeng (Germany) has become a supplier of passenger car seat assemblies for BMW AG ("BMW Germany"), and will develop and produce front and rear seat assembly products for BMW in Europe. This time, the fixed point is the passenger car seat project under the new platform of BMW. It is estimated that the life cycle of the project will be 8 years from the second half of 2027, and the total amount of the life cycle is expected to be 12 billion yuan.
Suspension and resumption of trading
Resumption: Dadongnan (002263), Ningbo Jingda (603088).
Suspension: Yaxing Bus (600213), * ST Tongda (600647), Weidi Shares (603023), ST Tongmai (603559), Yongyue Technology (603879).
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